Fiduciary Vault
Contact Us
Linkedin

Reinventing Retirement Benefit Consulting, Realizing Results

Home
About SRG
The SRG Difference
Plan Services
Benchmarking
News & Events

David Hinderstein - President
Kayla McCarthy - Retirement Plan Account Coordinator
Larry Klesser - Account Executive
Mindy Filer - Account Executive
Daniel R. Casella - Executive Director of Consulting
Katie Calpin - Account Executive
Katrina C. Boucher - Account Executive
Doris Bernabo - Office Administration
Allie Rivera, CFA - Senior Consultant & Director of Investment Consulting

Kayla McCarthy

Retirement Plan Account Coordinator

Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser.

Strategic Retirement Group, Inc and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.